Industry Notes


November 30, 2022

Tip of the EMS Re-Shoring Iceberg?

By Steven Fox

We continue to see evidence that our well-established investment theme around global manufacturing re-shoring is still early stages when it comes to the electronics manufacturing service (EMS) providers we follow (“In Unchartered Territory; Launch on…

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November 28, 2022

Fox Tracks: Retail LCD TV Pricing Survey

By Steven Fox

Our pricing checks on the Wednesday before Thanksgiving (11/23) of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models provided some evidence that promotional activity during the holiday selling season could…

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November 28, 2022

Fox Tracks: Retail Storage Pricing Survey

By Steven Fox

We checked retail prices last week (11/23) on hard disk drives (HDDs) and solid-state drives (SSDs) for the first time since May. Based on our latest survey work, we believe HDD retail prices are down…

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November 17, 2022

The Devil is Now in the Details for New Mobility

By Steven Fox

This week, we spent a couple of days at CoMotion 2022 in Los Angeles where we had the opportunity to meet with and hear presentations from a range of participants, including government policymakers, operating in…

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November 17, 2022

Still Questions on European Auto Demand

By Steven Fox

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of October, which did not alleviate our concerns regarding European vehicle demand into next year. Recall, Aptiv (APTV;…

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November 16, 2022

More Rideshare Inflation Pressures to Consider

By Steven Fox

Yesterday (11/15), New York City’s Taxi Limousine Commission (TLC) voted to increase the minimum wage standards for Lyft (LYFT; $12.22; O/P) and Uber Technologies’ (UBER; $30.33; O/P) rideshare drivers by the end of this year….

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November 16, 2022

An Autonomous Road Still Traveled

By Steven Fox

Recent news flow has pointed to important progress on several autonomous vehicle (AV) commercialization roadmaps, which continue to offer viable opportunities for success even after recent management upheaval at TuSimple (TSP; $2.79; NR) and Argo…

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November 14, 2022

Some More Positive Charging Data Points

By Steven Fox

We think Q3 results and outlook earlier today from Allego (ALLG; $2.98; NR), which is building out a fast-charging network in Europe, further highlighted robust demand for direct current (DC) fast chargers even in the…

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November 10, 2022

Land of Supply Chain Confusion

By Steven Fox

Our most recent survey suggests aggregate inventories up and down the supply chain (27 companies with ~$85B in annual inventories) increased further during CQ3, which is especially worrisome given that most companies we follow saw…

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October 18, 2022

European Vehicle Registrations Remain Uninspiring

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September that continues to raise questions around risks to vehicle demand into next year. Overall, European car…

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October 12, 2022

Still on Doom Patrol into Q3 EPS Season

By Brenan Hefner

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October 11, 2022

Another Regulatory Scare to Consider

By Brenan Hefner

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September 22, 2022

More Charging News to Consider

By Steven Fox

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